Brian Neale Email and Phone Number
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Brian is a seasoned investor and leader with more than 20 years of professional experience working with both for-profit and not-for-profit institutional clients. As a process and outcome-oriented professional, Brian focuses on creating value through repeatable processes central to the management of institutional asset pools. His experience includes working with university endowments, defined benefit plans, captive insurance entities, healthcare entities, and liquidity portfolios. Selected responsibilities include asset allocation development and implementation, policy design, manager search, and selection, implementing tactical tilts, and working in partnership with other C-level executives, boards, and committees. Having spent the entirety of his career focused on institutional investing, Brian considers himself an investment generalist and has built an alternatives-focused skill set that continues to evolve as market opportunities and dynamics change. Selected achievements include the design and build-out of a private equity program, creation of a unique fund-of-one hedge fund program, and diversified hedge fund portfolio redesign.Brian's leadership style is marked by a dedication to the servant leader model. He has experience in building out internal investment teams, including developing budgeting solutions, defining roles & responsibilities, and recruiting and hiring. Brian enjoys sharing his knowledge and views with others and is a frequent contributor as a panelist and/or moderator for a variety of industry events sponsored by Institutional Investor, Global ARC, Managed Funds Association (MFA), and Pensions & Investments, and many other prominent sponsors. One of his favorite aspects of his professional career is having the opportunity to mentor interns and others new to or interested in the investment profession. In addition to serving as a mentor to student interns from the University of Nebraska System and the University of Chicago, Brian guest lectures for both undergraduate and graduate-level programs. Brian has been with the University of Nebraska Foundation since 2014, having joined most recently from MedStar Health (Baltimore, MD), and Wells Fargo Securities (Richmond, VA) before that. He holds a Bachelor of Arts degree in History with a Psychology minor from the Virginia Military Institute and an MBA from The College of William & Mary. Proud to call himself a transplanted Midwesterner, he resides in Lincoln.
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Adjunct InstructorUniversity Of Nebraska-LincolnLincoln, Ne, Us -
Chief Investment OfficerUniversity Of Nebraska Foundation May 2014 - PresentLincoln, Ne, UsBrian is responsible for the management and oversight of more than $3.0B of investable assets on behalf of the University of Nebraska Foundation. In this role, his principal duties include establishing long-term asset allocation policies and short-term tactical tilts, manager research and selection, portfolio construction, compliance, and oversight for all endowment portfolios. Brian also has sole portfolio management responsibilities for an internal pool of capital that is in excess of $700M. These efforts provide financial support to four distinct campuses with growing student enrollment exceeding 52,000.Additionally, he serves as principal investment liaison to the Foundations Investment Committee and Board of Directors, the University of Nebraska Board of Regents Business and Finance Committee, and numerous other constituent groups. Executive management responsibilities include leading the investment office team as well as serving as a member of the Foundations Executive Leadership Team. -
Senior Investment Manager (Corporate Treasury)Medstar Health, Inc. Jul 2007 - May 2014Columbia, Md, Us-Senior internal executive investment manager for Corporate, multiple Defined Benefit and Defined Contribution Plans, Captive Insurance, SERP, and Cash Management portfolios in excess of $2 billion-Provide asset allocation guidance, manager selection/due diligence, and IPS guidance to Investment Committee, CFO, Treasurer, and other Senior Executives-Manage retained & potential relationships with separate account money managers, performance consultants, custodial banks, auditors, investment technology platform providers, and offshore investment program administrators-Collaborate with other executives in cash management, budgeting & planning, and accounting-Provide support and analysis for capital formation functions-Collaborate with internal stakeholders to manage credit rating agency relationships-Develop and implement support processes for Audited Financial Statement preparation, to include Form 5500 and Form 990 -
Research Analyst, Product Consultant, & Institutional ConsultantWachovia Securities, Llc May 2000 - Jul 2007San Francisco, California, Us-Held multiple position in the Corporate Headquarters of Wachovia Securities, LLC-Provided institutional investment consulting expertise covering all facets of the consulting process, to include: IPS development, asset allocation structure, manager search/due diligence, and on-going monitoring-Key responsibilities building out institutional hedge fund-of-funds platform, including due diligence/ manager research, term negotiation, and risk analysis -
BankingBb&T Feb 1999 - May 2000Charlotte, Nc, Us
Brian Neale Skills
Brian Neale Education Details
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Virginia Military InstituteBa - History W/ Minor In Psychology -
William & Mary – Raymond A. Mason School Of BusinessMba -
Nasd - Inactive65 -
The Wharton SchoolCima -
Virginia Military InstituteHistory -
William & MaryMaster Of Business Administration - Mba
Frequently Asked Questions about Brian Neale
What company does Brian Neale work for?
Brian Neale works for University Of Nebraska-Lincoln
What is Brian Neale's role at the current company?
Brian Neale's current role is Adjunct Instructor.
What is Brian Neale's email address?
Brian Neale's email address is br****@****.wm.edu
What is Brian Neale's direct phone number?
Brian Neale's direct phone number is +140247*****
What schools did Brian Neale attend?
Brian Neale attended Virginia Military Institute, William & Mary – Raymond A. Mason School Of Business, Nasd - Inactive, The Wharton School, Virginia Military Institute, William & Mary.
What are some of Brian Neale's interests?
Brian Neale has interest in Children, Health.
What skills is Brian Neale known for?
Brian Neale has skills like Portfolio Management, Investments, Asset Allocation, Private Equity, Hedge Funds, Management, Analysis, Asset Management, Corporate Finance, Leadership, Financial Modeling, Financial Reporting.
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